Media Room

Developer and funds manager Mirvac has unveiled a $500 million capital raising and revealed it is in exclusive takeover talks with Westpac’s fund management arm. Fund manager Roger Montgomery says he’s not surprised at Mirvac’s interest. Read transcript. Read related blog post.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Twelve months ago TheBull.com.au asked four stock pickers to select a portfolio of 10 stocks to hold for one year. So how did they fare? Independent investment analyst Roger Montgomery blitzed the field with a whopping 51.90% gain, beating off his competitors by as much as 24% as well as the All Ordinaries index by a hefty 13% margin. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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They might be able to run a business, but many managers are incompetent at allocating capital. Read article.

by Roger Montgomery Posted in Media Room, On the Internet.

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On 31 March 2010 Roger Montgomery’s YouTube channel,www.youtube.com/RogerJMontgomery, ranked as the #16 Most Viewed Guru Channel in Australia. Following is a message from Roger.

“Today my YouTube channel achieved a new record, # 16 Most Viewed (Today) – Gurus – Australia. Once again I would like to say thank you for your encouraging Facebook comments, emails and blog interactions. I enjoy sharing my knowledge almost as much as I enjoy the process of investing, and to be able to interact with so many of you online makes the process even more rewarding.”

by Roger Montgomery Posted in In the Press, Media Room.

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On balance, there’s a lot that appears in a company’s books that’s simply not worth bothering about. Read article.

by Roger Montgomery Posted in In the Press, Media Room.

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Using The Reject Shop as a case study, Roger Montgomery reveals to viewers of Peter Switzers Switzer TV how to use a balance sheet to calculate the cash flow of a business. Watch Part II for the second step in the process. Broadcast 25 March 2010.  Watch Part I. Watch Part II.

by Roger Montgomery Posted in Media Room, TV Appearances.

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n this appearance on Market Moves with Richard Gonclaves, Roger Montgomery not only reveals his top two A1 healthcare stocks, but also a speculative play in the sector and his 2010, 2011 and 2012 valuations for BHP and RIO. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Roger Montgomery reveals the A1 stock he thinks will outperform the market to Richard Gonclaves on Market Moves. In this appearance Roger also explains why the value of Telstra (TLS) has done nothing for the past ten years, the problem with classic commodity businesses such as Woodside (WPL) and Santos (STO) and reveals his valuations for Transurban, Ten Network and Fairfax. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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Roger Montgomery always talks about buying A1 businesses at great prices, but what does a business need to do to get Roger’s A1 score for quality and performance? High ROE that is also superior to its peers, strong competitive advantage, stability of earnings, low chance of default, great management, low debt. In his appearance on Your Money Your Call Roger also shares his thoughts on UGL Limited (UGL), Dolomartix (DMX), Cochlear (COH), Incite Pivot (IPL), Alumina (AWC) and AWB Limited (AWB). Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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When you buy shares in a business, always ask: Is the business able to sustain very high rates of its return on equity? The only way to do this is if the business has a sustainable competitive advantage. In this appearance on Your Money Your Call Roger Montgomery also gives his insights on Iron Ore and investing in infrastructure businesses. Watch the interview.

by Roger Montgomery Posted in Media Room, TV Appearances.

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